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← Sundaram Mutual Fund

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

Close Ended Schemes(ELSS)ISIN INF903JA1435
NAV · 06-Jul-2026
₹31.7234
1M
+5.75%
6M
+8.34%
1Y (CAGR)
+5.96%
3Y (CAGR)
+14.14%
5Y (CAGR)
+16.94%
Since inception (CAGR)
+12.75%

NAV history

23.6626.6229.5904-07-202303-07-2026₹31.72
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
17.10%
Downside dev (3y)
13.98%
Max drawdown (3y)
-24.5%
Sharpe (3y)
0.45
SIP XIRR (3y)
+10.68%
SIP XIRR (5y)
+14.53%
Calendar-year returns
2020 +19.2%2021 +71.3%2022 +4.6%2023 +41.8%2024 +13.3%2025 +0.7%

Fund facts

Launch date08-Aug-2016
Min lumpsum500
AMCSundaram Asset Management Company Ltd